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Disclosery

Pathstone Holdings, LLC: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathstone Holdings, LLC on LULU, newest first. How the timeline and the estimate are built.

Pathstone Holdings, LLC held 13,946 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,946 shares
    Change vs previous 13F +3,914 shares

    <0.01% of the 13F portfolio, value $1,592,299.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,032 shares
    Change vs previous 13F -1,852 shares

    0.01% of the 13F portfolio, value $1,535,901.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,884 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $2,469,669.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,245 shares
    Change vs previous 13F +1,681 shares

    0.01% of the 13F portfolio, value $2,178,829.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,564 shares
    Change vs previous 13F -6,198 shares

    0.01% of the 13F portfolio, value $2,509,697.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,762 shares
    Change vs previous 13F -881 shares

    0.02% of the 13F portfolio, value $4,726,753.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,643 shares
    Change vs previous 13F +1,453 shares

    0.03% of the 13F portfolio, value $6,745,916.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,393,140.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).